Edit Notes

Notes are displayed on the Client, Service Request, and Project summary and detail views. You can choose to view all, or the last 5, 10, or 15 notes related to the Client, Service Request, or Project.

From any Client, Service Request, and Project summary and detail view, you can select Display Notes from the Action Menu and then decide to display all, or the last 5, 10, 15 notes related to the Client, Service Request, or Project.